?>
Logo

PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 401k Plan overview

Plan NamePENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN
Plan identification number 001

PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PENNONI ASSOCIATES INC. has sponsored the creation of one or more 401k plans.

Company Name:PENNONI ASSOCIATES INC.
Employer identification number (EIN):231683429
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING 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
0012018-01-01
0012017-01-01STACEY MCPEAK
0012016-01-01STACEY MCPEAK
0012015-01-01STACEY MCPEAK
0012014-01-01STACEY MCPEAK STACEY MCPEAK2015-10-09
0012013-01-01STACEY MCPEAK STACEY MCPEAK2014-10-02
0012012-01-01STACEY MCPEAK STACEY MCPEAK2014-09-30
0012011-01-01STACEY MCPEAK
0012010-01-01STACEY MCPEAK STACEY MCPEAK2011-10-11
0012009-01-01STACEY MCPEAK STACEY MCPEAK2010-10-14

Plan Statistics for PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN

401k plan membership statisitcs for PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN

Measure Date Value
2022: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,827
Total number of active participants reported on line 7a of the Form 55002022-01-011,370
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01407
Total of all active and inactive participants2022-01-011,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,777
Number of participants with account balances2022-01-011,643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0156
2021: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,884
Total number of active participants reported on line 7a of the Form 55002021-01-011,078
Number of retired or separated participants receiving benefits2021-01-0134
Number of other retired or separated participants entitled to future benefits2021-01-01720
Total of all active and inactive participants2021-01-011,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,836
Number of participants with account balances2021-01-011,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0191
2020: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,768
Total number of active participants reported on line 7a of the Form 55002020-01-011,084
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-01781
Total of all active and inactive participants2020-01-011,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,883
Number of participants with account balances2020-01-011,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,680
Total number of active participants reported on line 7a of the Form 55002019-01-011,125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01635
Total of all active and inactive participants2019-01-011,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,766
Number of participants with account balances2019-01-011,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,613
Total number of active participants reported on line 7a of the Form 55002018-01-011,119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01555
Total of all active and inactive participants2018-01-011,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,680
Number of participants with account balances2018-01-011,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,548
Total number of active participants reported on line 7a of the Form 55002017-01-011,144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01463
Total of all active and inactive participants2017-01-011,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,613
Number of participants with account balances2017-01-011,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,458
Total number of active participants reported on line 7a of the Form 55002016-01-011,159
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01385
Total of all active and inactive participants2016-01-011,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,548
Number of participants with account balances2016-01-011,343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,424
Total number of active participants reported on line 7a of the Form 55002015-01-011,155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01299
Total of all active and inactive participants2015-01-011,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,458
Number of participants with account balances2015-01-011,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,252
Total number of active participants reported on line 7a of the Form 55002014-01-011,171
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01250
Total of all active and inactive participants2014-01-011,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,424
Number of participants with account balances2014-01-01865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,179
Total number of active participants reported on line 7a of the Form 55002013-01-01999
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01250
Total of all active and inactive participants2013-01-011,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,252
Number of participants with account balances2013-01-01786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,174
Total number of active participants reported on line 7a of the Form 55002012-01-01946
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01233
Total of all active and inactive participants2012-01-011,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,179
Number of participants with account balances2012-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01898
Total number of active participants reported on line 7a of the Form 55002011-01-01973
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01201
Total of all active and inactive participants2011-01-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,174
Number of participants with account balances2011-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01904
Total number of active participants reported on line 7a of the Form 55002010-01-01755
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01142
Total of all active and inactive participants2010-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01898
Number of participants with account balances2010-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01806
Total number of active participants reported on line 7a of the Form 55002009-01-01795
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01108
Total of all active and inactive participants2009-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01904
Number of participants with account balances2009-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN

Measure Date Value
2022 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-20,014,769
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,249,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,986,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,869,146
Value of total assets at end of year2022-12-31$116,053,983
Value of total assets at beginning of year2022-12-31$145,318,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$262,466
Total interest from all sources2022-12-31$56,517
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,539,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,539,045
Administrative expenses professional fees incurred2022-12-31$21,400
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,125,123
Participant contributions at end of year2022-12-31$1,076,060
Participant contributions at beginning of year2022-12-31$954,535
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$744,023
Administrative expenses (other) incurred2022-12-31$163,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,264,099
Value of net assets at end of year (total assets less liabilities)2022-12-31$116,053,983
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$145,318,082
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$77,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$105,757,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,076,425
Interest on participant loans2022-12-31$56,517
Value of interest in common/collective trusts at end of year2022-12-31$9,220,260
Value of interest in common/collective trusts at beginning of year2022-12-31$10,287,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,652,689
Net investment gain or loss from common/collective trusts2022-12-31$173,212
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,986,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31BARSZ GOWIE AMON & FULTZ LLC
Accountancy firm EIN2022-12-31821813978
2021 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$27,057,704
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,952,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,718,367
Value of total corrective distributions2021-12-31$4
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,233,216
Value of total assets at end of year2021-12-31$145,318,082
Value of total assets at beginning of year2021-12-31$126,212,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$233,846
Total interest from all sources2021-12-31$67,747
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,243,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,243,868
Administrative expenses professional fees incurred2021-12-31$20,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$5,744,204
Participant contributions at end of year2021-12-31$954,535
Participant contributions at beginning of year2021-12-31$1,372,907
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,489,012
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$19,105,487
Value of net assets at end of year (total assets less liabilities)2021-12-31$145,318,082
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$126,212,595
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$100,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,076,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$113,158,202
Interest on participant loans2021-12-31$67,747
Value of interest in common/collective trusts at end of year2021-12-31$10,287,122
Value of interest in common/collective trusts at beginning of year2021-12-31$11,681,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,436,357
Net investment gain or loss from common/collective trusts2021-12-31$76,516
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,718,367
Contract administrator fees2021-12-31$112,994
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BARSZ GOWIE AMON & FULTZ LLC
Accountancy firm EIN2021-12-31821813978
2020 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$26,545,665
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,236,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,049,763
Value of total corrective distributions2020-12-31$33
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,185,477
Value of total assets at end of year2020-12-31$126,212,595
Value of total assets at beginning of year2020-12-31$106,903,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$186,319
Total interest from all sources2020-12-31$81,245
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,568,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,568,790
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$5,259,425
Participant contributions at end of year2020-12-31$1,372,907
Participant contributions at beginning of year2020-12-31$1,250,999
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$926,052
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$19,309,550
Value of net assets at end of year (total assets less liabilities)2020-12-31$126,212,595
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,903,045
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$72,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$113,158,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$98,005,822
Interest on participant loans2020-12-31$81,245
Value of interest in common/collective trusts at end of year2020-12-31$11,681,486
Value of interest in common/collective trusts at beginning of year2020-12-31$7,646,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,574,945
Net investment gain or loss from common/collective trusts2020-12-31$135,208
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,049,763
Contract administrator fees2020-12-31$113,644
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 name2020-12-31BARSZ GOWIE AMON & FULTZ LLC
Accountancy firm EIN2020-12-31821813978
2019 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,027,613
Total loss/gain on sale of assets2019-12-31$1,780,320
Total of all expenses incurred2019-12-31$5,451,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,316,617
Value of total corrective distributions2019-12-31$3,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,140,624
Value of total assets at end of year2019-12-31$106,903,045
Value of total assets at beginning of year2019-12-31$86,327,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,480
Total interest from all sources2019-12-31$71,795
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,721,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,721,381
Administrative expenses professional fees incurred2019-12-31$30,230
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$5,462,766
Participant contributions at end of year2019-12-31$1,250,999
Participant contributions at beginning of year2019-12-31$1,119,480
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$677,858
Other income not declared elsewhere2019-12-31$182,779
Administrative expenses (other) incurred2019-12-31$101,250
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$20,575,712
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,903,045
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$86,327,333
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$98,005,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,452,086
Interest on participant loans2019-12-31$71,795
Value of interest in common/collective trusts at end of year2019-12-31$7,646,224
Value of interest in common/collective trusts at beginning of year2019-12-31$6,755,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,006,374
Net investment gain or loss from common/collective trusts2019-12-31$124,340
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,316,617
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
Aggregate proceeds on sale of assets2019-12-31$18,056,005
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,275,685
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 name2019-12-31BARSZ GOWIE AMON & FULTZ LLC
Accountancy firm EIN2019-12-31821813978
2018 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,004,735
Total loss/gain on sale of assets2018-12-31$634,228
Total of all expenses incurred2018-12-31$5,981,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,823,497
Value of total corrective distributions2018-12-31$4,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,369,952
Value of total assets at end of year2018-12-31$86,327,333
Value of total assets at beginning of year2018-12-31$90,304,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$154,212
Total interest from all sources2018-12-31$64,921
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,341,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,341,214
Administrative expenses professional fees incurred2018-12-31$30,348
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$5,285,664
Participant contributions at end of year2018-12-31$1,119,480
Participant contributions at beginning of year2018-12-31$1,256,577
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,084,288
Other income not declared elsewhere2018-12-31$178,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,977,148
Value of net assets at end of year (total assets less liabilities)2018-12-31$86,327,333
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,304,481
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
Investment advisory and management fees2018-12-31$123,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$78,452,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,974,444
Interest on participant loans2018-12-31$64,921
Value of interest in common/collective trusts at end of year2018-12-31$6,755,767
Value of interest in common/collective trusts at beginning of year2018-12-31$6,073,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,667,769
Net investment gain or loss from common/collective trusts2018-12-31$84,059
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,823,497
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
Aggregate proceeds on sale of assets2018-12-31$29,957,403
Aggregate carrying amount (costs) on sale of assets2018-12-31$29,323,175
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2018-12-31232213282
2017 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$19,909,522
Total loss/gain on sale of assets2017-12-31$731,083
Total of all expenses incurred2017-12-31$5,476,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,320,551
Value of total corrective distributions2017-12-31$2,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,715,386
Value of total assets at end of year2017-12-31$90,304,481
Value of total assets at beginning of year2017-12-31$75,871,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$153,797
Total interest from all sources2017-12-31$70,174
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,761,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,761,840
Administrative expenses professional fees incurred2017-12-31$33,919
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$5,027,287
Participant contributions at end of year2017-12-31$1,256,577
Participant contributions at beginning of year2017-12-31$1,390,944
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$688,099
Other income not declared elsewhere2017-12-31$156,648
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$14,432,996
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,304,481
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$75,871,485
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
Investment advisory and management fees2017-12-31$119,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,974,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$68,101,634
Interest on participant loans2017-12-31$70,174
Value of interest in common/collective trusts at end of year2017-12-31$6,073,460
Value of interest in common/collective trusts at beginning of year2017-12-31$6,378,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,415,974
Net investment gain or loss from common/collective trusts2017-12-31$58,417
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,320,551
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
Aggregate proceeds on sale of assets2017-12-31$12,434,123
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,703,040
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 name2017-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2017-12-31232213282
2016 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$11,965,762
Total loss/gain on sale of assets2016-12-31$231,550
Total of all expenses incurred2016-12-31$4,863,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,676,718
Value of total corrective distributions2016-12-31$49,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,406,343
Value of total assets at end of year2016-12-31$75,871,485
Value of total assets at beginning of year2016-12-31$68,768,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$136,789
Total interest from all sources2016-12-31$68,736
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,308,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,308,213
Administrative expenses professional fees incurred2016-12-31$60,081
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$4,989,123
Participant contributions at end of year2016-12-31$1,390,944
Participant contributions at beginning of year2016-12-31$1,301,292
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,417,220
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$9,282
Other income not declared elsewhere2016-12-31$104,029
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$7,102,590
Value of net assets at end of year (total assets less liabilities)2016-12-31$75,871,485
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$68,768,895
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
Investment advisory and management fees2016-12-31$76,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$68,101,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,480,918
Interest on participant loans2016-12-31$68,736
Value of interest in common/collective trusts at end of year2016-12-31$6,378,907
Value of interest in common/collective trusts at beginning of year2016-12-31$5,986,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,795,420
Net investment gain or loss from common/collective trusts2016-12-31$51,471
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,667,436
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
Aggregate proceeds on sale of assets2016-12-31$19,982,316
Aggregate carrying amount (costs) on sale of assets2016-12-31$19,750,766
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 name2016-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2016-12-31232213282
2015 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$162,670
Total income from all sources (including contributions)2015-12-31$7,498,148
Total loss/gain on sale of assets2015-12-31$131,727
Total of all expenses incurred2015-12-31$3,511,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,322,048
Value of total corrective distributions2015-12-31$57,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,397,524
Value of total assets at end of year2015-12-31$68,768,895
Value of total assets at beginning of year2015-12-31$64,619,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$131,870
Total interest from all sources2015-12-31$61,211
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,637,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,637,121
Administrative expenses professional fees incurred2015-12-31$33,283
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$4,156,502
Participant contributions at end of year2015-12-31$1,301,292
Participant contributions at beginning of year2015-12-31$1,096,832
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,241,022
Other income not declared elsewhere2015-12-31$62,704
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$3,986,797
Value of net assets at end of year (total assets less liabilities)2015-12-31$68,768,895
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$64,619,428
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
Investment advisory and management fees2015-12-31$98,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,480,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$57,415,431
Interest on participant loans2015-12-31$61,211
Value of interest in common/collective trusts at end of year2015-12-31$5,986,685
Value of interest in common/collective trusts at beginning of year2015-12-31$6,107,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,901,112
Net investment gain or loss from common/collective trusts2015-12-31$108,973
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,322,048
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
Aggregate proceeds on sale of assets2015-12-31$11,154,864
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,023,137
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 name2015-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2015-12-31232213282
2014 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$61,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$9,233,774
Total loss/gain on sale of assets2014-12-31$239,174
Total of all expenses incurred2014-12-31$5,607,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,447,788
Value of total corrective distributions2014-12-31$39,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,565,831
Value of total assets at end of year2014-12-31$64,619,428
Value of total assets at beginning of year2014-12-31$60,931,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$119,814
Total interest from all sources2014-12-31$51,517
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,582,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,582,636
Administrative expenses professional fees incurred2014-12-31$27,754
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$3,390,208
Participant contributions at end of year2014-12-31$1,096,832
Participant contributions at beginning of year2014-12-31$883,613
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,175,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$7,099
Other income not declared elsewhere2014-12-31$-37,550
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$3,626,181
Value of net assets at end of year (total assets less liabilities)2014-12-31$64,619,428
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,931,981
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
Investment advisory and management fees2014-12-31$92,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$57,415,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$52,747,091
Interest on participant loans2014-12-31$51,517
Value of interest in common/collective trusts at end of year2014-12-31$6,107,165
Value of interest in common/collective trusts at beginning of year2014-12-31$7,301,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-310,316
Net investment gain or loss from common/collective trusts2014-12-31$142,482
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,440,689
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
Aggregate proceeds on sale of assets2014-12-31$52,149,588
Aggregate carrying amount (costs) on sale of assets2014-12-31$51,910,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2014-12-31232213282
2013 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2013 401k financial data
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$14,407,016
Total loss/gain on sale of assets2013-12-31$585,233
Total of all expenses incurred2013-12-31$4,230,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,157,474
Value of total corrective distributions2013-12-31$9,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,903,397
Value of total assets at end of year2013-12-31$60,931,981
Value of total assets at beginning of year2013-12-31$50,755,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,096
Total interest from all sources2013-12-31$44,367
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,083,970
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$2,083,970
Administrative expenses professional fees incurred2013-12-31$49,671
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$2,822,538
Participant contributions at end of year2013-12-31$883,613
Participant contributions at beginning of year2013-12-31$925,131
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,080,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$17,619
Other income not declared elsewhere2013-12-31$53,312
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
Value of net income/loss2013-12-31$10,176,396
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,931,981
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,755,585
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
Investment advisory and management fees2013-12-31$14,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$52,747,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,512,661
Interest on participant loans2013-12-31$44,367
Value of interest in common/collective trusts at end of year2013-12-31$7,301,277
Value of interest in common/collective trusts at beginning of year2013-12-31$7,317,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,794,750
Net investment gain or loss from common/collective trusts2013-12-31$-58,013
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,139,855
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$9,819,593
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,234,360
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2013-12-31232213282
2012 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING 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$9,218,946
Total loss/gain on sale of assets2012-12-31$462,355
Total of all expenses incurred2012-12-31$5,030,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,938,905
Value of total corrective distributions2012-12-31$30,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,057,660
Value of total assets at end of year2012-12-31$50,489,482
Value of total assets at beginning of year2012-12-31$46,300,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60,624
Total interest from all sources2012-12-31$64,538
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$890,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$890,627
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$2,771,040
Participant contributions at end of year2012-12-31$925,131
Participant contributions at beginning of year2012-12-31$1,093,603
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$286,620
Other income not declared elsewhere2012-12-31$40,472
Administrative expenses (other) incurred2012-12-31$60,624
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$4,188,557
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,489,482
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$46,300,925
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,512,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,913,409
Interest on participant loans2012-12-31$53,783
Interest earned on other investments2012-12-31$10,755
Value of interest in common/collective trusts at end of year2012-12-31$7,051,690
Value of interest in common/collective trusts at beginning of year2012-12-31$5,265,556
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$2,028,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,612,083
Net investment gain or loss from common/collective trusts2012-12-31$91,211
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,938,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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
Aggregate proceeds on sale of assets2012-12-31$7,387,516
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,925,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2012-12-31232213282
2011 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$16,644,920
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$1,896,954
Total loss/gain on sale of assets2011-12-31$-92,478
Total of all expenses incurred2011-12-31$2,897,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,841,558
Value of total corrective distributions2011-12-31$41,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,223,107
Value of total assets at end of year2011-12-31$46,300,925
Value of total assets at beginning of year2011-12-31$30,656,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,140
Total interest from all sources2011-12-31$75,306
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$681,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$681,946
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$2,635,642
Participant contributions at end of year2011-12-31$1,093,603
Participant contributions at beginning of year2011-12-31$774,888
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$587,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$518,832
Other income not declared elsewhere2011-12-31$48,587
Administrative expenses (other) incurred2011-12-31$14,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,000,496
Value of net assets at end of year (total assets less liabilities)2011-12-31$46,300,925
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,656,501
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,913,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,465,384
Interest on participant loans2011-12-31$51,405
Interest earned on other investments2011-12-31$23,901
Value of interest in common/collective trusts at end of year2011-12-31$5,265,556
Value of interest in common/collective trusts at beginning of year2011-12-31$3,416,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,028,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,118,543
Net investment gain or loss from common/collective trusts2011-12-31$79,029
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,322,726
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
Aggregate proceeds on sale of assets2011-12-31$6,767,032
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,859,510
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2011-12-31232213282
2010 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING 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$5,592,740
Total loss/gain on sale of assets2010-12-31$42,683
Total of all expenses incurred2010-12-31$2,774,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,652,275
Value of total corrective distributions2010-12-31$115,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,540,218
Value of total assets at end of year2010-12-31$30,656,501
Value of total assets at beginning of year2010-12-31$27,838,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,610
Total interest from all sources2010-12-31$43,621
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$516,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$516,778
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$2,372,407
Participant contributions at end of year2010-12-31$774,888
Participant contributions at beginning of year2010-12-31$625,088
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$167,811
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$36,361
Other income not declared elsewhere2010-12-31$-266
Administrative expenses (other) incurred2010-12-31$6,610
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$2,818,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,656,501
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,838,093
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,465,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,646,375
Interest on participant loans2010-12-31$43,621
Value of interest in common/collective trusts at end of year2010-12-31$3,416,229
Value of interest in common/collective trusts at beginning of year2010-12-31$3,566,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,393,743
Net investment gain or loss from common/collective trusts2010-12-31$55,963
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,615,914
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
Aggregate proceeds on sale of assets2010-12-31$4,827,775
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,785,092
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MERVES AMON & BARSZ LLC
Accountancy firm EIN2010-12-31232213282
2009 : PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING 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 PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN

2022: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING 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: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455694-01
Policy instance 1
Insurance contract or identification number455694-01
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-06-01
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455694-01
Policy instance 1
Insurance contract or identification number455694-01
Number of Individuals Covered222
Insurance policy start date2011-06-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3