401k Plan data: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN plan

AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMUNDSON PETERSON INC has sponsored the creation of one or more 401k plans.

Company Name: AMUNDSON PETERSON INC

Employer identification number (EIN): 263319840

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 RYAN AMUNDSON
001 2017-01-01 RYAN AMUNDSON
001 2016-01-01 RYAN AMUNDSON
001 2015-01-01 RYAN AMUNDSON
001 2014-01-01 RYAN AMUNDSON 2015-03-20
001 2013-01-01 RYAN AMUNDSON 2014-04-16
001 2012-01-01 RYAN AMUNDSON 2013-05-28
001 2011-01-01 RYAN AMUNDSON
001 2010-01-01 RYAN AMUNDSON
001 2009-01-01 COREY PETERSON
001 2009-01-01 RYAN AMUNDSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	RYAN AMUNDSON
001	2017-01-01	RYAN AMUNDSON
001	2016-01-01	RYAN AMUNDSON
001	2015-01-01	RYAN AMUNDSON
001	2014-01-01	RYAN AMUNDSON	2015-03-20
001	2013-01-01	RYAN AMUNDSON	2014-04-16
001	2012-01-01	RYAN AMUNDSON	2013-05-28
001	2011-01-01	RYAN AMUNDSON
001	2010-01-01	RYAN AMUNDSON
001	2009-01-01	COREY PETERSON
001	2009-01-01	RYAN AMUNDSON

Plan Statistics for AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 104
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 111
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 107
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 109
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 123
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 135
Number of participants with account balances 2015-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2011: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 82
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 93
Number of participants with account balances 2011-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 82
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 6
Total of all active and inactive participants 2010-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 88
Number of participants with account balances 2010-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	104
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	111
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	107
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	109
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	123
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	135
Number of participants with account balances	2015-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2011: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	82
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	93
Number of participants with account balances	2011-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	82
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	6
Total of all active and inactive participants	2010-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	88
Number of participants with account balances	2010-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$6,709
Total income from all sources (including contributions)	2018-08-31	$224,905
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$8,450,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$8,431,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$72,158
Value of total assets at end of year	2018-08-31	$0
Value of total assets at beginning of year	2018-08-31	$8,232,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$18,485
Total interest from all sources	2018-08-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$26,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-08-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$26,243
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$44,446
Participant contributions at end of year	2018-08-31	$0
Participant contributions at beginning of year	2018-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$6,709
Other income not declared elsewhere	2018-08-31	$126,504
Total non interest bearing cash at end of year	2018-08-31	$0
Total non interest bearing cash at beginning of year	2018-08-31	$6,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$-8,225,331
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$8,225,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Investment advisory and management fees	2018-08-31	$5,251
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$7,562,962
Value of interest in common/collective trusts at end of year	2018-08-31	$0
Value of interest in common/collective trusts at beginning of year	2018-08-31	$662,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$27,712
Employer contributions (assets) at end of year	2018-08-31	$0
Employer contributions (assets) at beginning of year	2018-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$8,431,751
Contract administrator fees	2018-08-31	$13,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-08-31	No
Did the plan have assets held for investment	2018-08-31	No
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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	BERGAN KDV, LTD.
Accountancy firm EIN	2018-08-31	411431613
2017 : AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,511
Total income from all sources (including contributions)	2017-12-31	$1,721,492
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$88,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$81,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$583,434
Value of total assets at end of year	2017-12-31	$8,232,040
Value of total assets at beginning of year	2017-12-31	$6,595,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,369
Total interest from all sources	2017-12-31	$7,525
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$400,985
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$400,985
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$358,450
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$6,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$3,511
Total non interest bearing cash at end of year	2017-12-31	$6,709
Total non interest bearing cash at beginning of year	2017-12-31	$5,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,633,290
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,225,331
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,592,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,889
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,562,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,783,902
Value of interest in common/collective trusts at end of year	2017-12-31	$662,369
Value of interest in common/collective trusts at beginning of year	2017-12-31	$806,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$7,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$729,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$224,984
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$81,833
Contract administrator fees	2017-12-31	$480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERGAN KDV, LTD.
Accountancy firm EIN	2017-12-31	411431613
2016 : AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$10,376
Total income from all sources (including contributions)	2016-12-31	$993,038
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$421,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$420,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$612,145
Value of total assets at end of year	2016-12-31	$6,595,552
Value of total assets at beginning of year	2016-12-31	$6,031,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,562
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$181,383
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$181,383
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$365,074
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$277
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$16,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$3,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$10,376
Total non interest bearing cash at end of year	2016-12-31	$5,206
Total non interest bearing cash at beginning of year	2016-12-31	$10,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$571,124
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,592,041
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,020,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,562
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,783,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,428,071
Value of interest in common/collective trusts at end of year	2016-12-31	$806,444
Value of interest in common/collective trusts at beginning of year	2016-12-31	$592,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$199,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$230,219
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$420,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERGAN KDV, LTD.
Accountancy firm EIN	2016-12-31	411431613
2015 : AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$10,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$595,191
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$877,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$876,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$618,693
Value of total assets at end of year	2015-12-31	$6,031,293
Value of total assets at beginning of year	2015-12-31	$6,303,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,091
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$298,072
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$298,072
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$359,368
Participant contributions at end of year	2015-12-31	$277
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$26,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$10,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$10,377
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-282,514
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,020,917
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,303,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,428,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,303,431
Value of interest in common/collective trusts at end of year	2015-12-31	$592,018
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-321,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$233,118
Employer contributions (assets) at end of year	2015-12-31	$550
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$876,614
Contract administrator fees	2015-12-31	$1,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERGAN KDV, LTD.
Accountancy firm EIN	2015-12-31	411431613
2011 : AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$423,620
Expenses. Total of all expenses incurred	2011-12-31	$88,581
Benefits paid (including direct rollovers)	2011-12-31	$88,581
Total plan assets at end of year	2011-12-31	$4,091,221
Total plan assets at beginning of year	2011-12-31	$3,756,182
Value of fidelity bond covering the plan	2011-12-31	$270,000
Total contributions received or receivable from participants	2011-12-31	$280,599
Contributions received from other sources (not participants or employers)	2011-12-31	$34,211
Other income received	2011-12-31	$-52,890
Net income (gross income less expenses)	2011-12-31	$335,039
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,091,221
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,756,182
Assets. Value of participant loans	2011-12-31	$1,268
Total contributions received or receivable from employer(s)	2011-12-31	$161,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$729,416
Expenses. Total of all expenses incurred	2010-12-31	$2,752
Benefits paid (including direct rollovers)	2010-12-31	$2,752
Total plan assets at end of year	2010-12-31	$3,756,182
Total plan assets at beginning of year	2010-12-31	$3,029,518
Value of fidelity bond covering the plan	2010-12-31	$270,000
Total contributions received or receivable from participants	2010-12-31	$261,745
Contributions received from other sources (not participants or employers)	2010-12-31	$506
Other income received	2010-12-31	$317,401
Net income (gross income less expenses)	2010-12-31	$726,664
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,756,182
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,029,518
Assets. Value of participant loans	2010-12-31	$3,662
Total contributions received or receivable from employer(s)	2010-12-31	$149,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : AMUNDSON-PETERSON 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 securities	2009-12-31	$0

Form 5500 Responses for AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN

2018: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2011: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AMUNDSON-PETERSON INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	Yes
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AMUNDSON PETERSON INC
Employer identification number (EIN):	263319840
NAIC Classification:	423800