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THE PALMER-DONAVIN RETIREMENT PLAN 401k Plan overview

Plan NameTHE PALMER-DONAVIN RETIREMENT PLAN
Plan identification number 002

THE PALMER-DONAVIN RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

PALMER-DONAVIN MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PALMER-DONAVIN MANUFACTURING COMPANY
Employer identification number (EIN):314274980
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PALMER-DONAVIN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHAWN RICHARD ROBYN POLLINA2018-08-30
0022016-01-01SHAWN RICHARD ROBYN POLLINA2017-10-05
0022015-01-01SHAWN RICHARD ROBYN POLLINA2016-10-03
0022014-01-01SHAWN RICHARD ROBYN POLLINA2015-09-21
0022013-01-01ROBYN POLLINA ROBYN POLLINA2014-07-25
0022012-01-01ROBYN POLLINA ROBYN POLLINA2013-07-29
0022011-01-01ROBYN POLLINA ROBYN POLLINA2012-07-30
0022010-01-01ROBYN POLLINA ROBYN POLLINA2011-07-28
0022009-01-01ROBYN POLLINA ROBYN POLLINA2010-08-04

Plan Statistics for THE PALMER-DONAVIN RETIREMENT PLAN

401k plan membership statisitcs for THE PALMER-DONAVIN RETIREMENT PLAN

Measure Date Value
2022: THE PALMER-DONAVIN RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01648
Total number of active participants reported on line 7a of the Form 55002022-01-01524
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01132
Total of all active and inactive participants2022-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01663
Number of participants with account balances2022-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE PALMER-DONAVIN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01590
Total number of active participants reported on line 7a of the Form 55002021-01-01508
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01648
Number of participants with account balances2021-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE PALMER-DONAVIN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01539
Total number of active participants reported on line 7a of the Form 55002020-01-01444
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01118
Total of all active and inactive participants2020-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01566
Number of participants with account balances2020-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE PALMER-DONAVIN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01526
Total number of active participants reported on line 7a of the Form 55002019-01-01437
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01539
Number of participants with account balances2019-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE PALMER-DONAVIN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01492
Total number of active participants reported on line 7a of the Form 55002018-01-01416
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01526
Number of participants with account balances2018-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE PALMER-DONAVIN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01487
Total number of active participants reported on line 7a of the Form 55002017-01-01409
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01492
Number of participants with account balances2017-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE PALMER-DONAVIN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01500
Total number of active participants reported on line 7a of the Form 55002016-01-01414
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01487
Number of participants with account balances2016-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE PALMER-DONAVIN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01479
Total number of active participants reported on line 7a of the Form 55002015-01-01402
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01500
Number of participants with account balances2015-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE PALMER-DONAVIN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01424
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01479
Number of participants with account balances2014-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE PALMER-DONAVIN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01257
Total number of active participants reported on line 7a of the Form 55002013-01-01383
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01424
Number of participants with account balances2013-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PALMER-DONAVIN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01257
Number of participants with account balances2012-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE PALMER-DONAVIN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01256
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: THE PALMER-DONAVIN RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01260
Total number of active participants reported on line 7a of the Form 55002010-01-01235
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01256
Number of participants with account balances2010-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: THE PALMER-DONAVIN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01279
Total number of active participants reported on line 7a of the Form 55002009-01-01237
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01260
Number of participants with account balances2009-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on THE PALMER-DONAVIN RETIREMENT PLAN

Measure Date Value
2022 : THE PALMER-DONAVIN RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-4,148,736
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,427,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,316,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,880,472
Value of total assets at end of year2022-12-31$44,100,945
Value of total assets at beginning of year2022-12-31$53,677,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,655
Total interest from all sources2022-12-31$27,587
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,661,949
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$1,661,949
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,060,767
Participant contributions at end of year2022-12-31$577,602
Participant contributions at beginning of year2022-12-31$542,287
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$144,637
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,991
Other income not declared elsewhere2022-12-31$1,999
Administrative expenses (other) incurred2022-12-31$110,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,576,295
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,100,945
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,677,240
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,905,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,047,591
Interest on participant loans2022-12-31$27,587
Value of interest in common/collective trusts at end of year2022-12-31$5,617,564
Value of interest in common/collective trusts at beginning of year2022-12-31$6,087,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,813,895
Net investment gain or loss from common/collective trusts2022-12-31$93,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$675,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,312,913
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 name2022-12-31SCHEINDER DOWNS AND CO. INC.
Accountancy firm EIN2022-12-31251408703
2021 : THE PALMER-DONAVIN RETIREMENT 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$9,667,049
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,597,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,491,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,518,037
Value of total assets at end of year2021-12-31$53,677,240
Value of total assets at beginning of year2021-12-31$46,608,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$106,446
Total interest from all sources2021-12-31$24,632
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,933,766
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$1,933,766
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,850,601
Participant contributions at end of year2021-12-31$542,287
Participant contributions at beginning of year2021-12-31$446,952
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,423
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$391
Other income not declared elsewhere2021-12-31$2,604
Administrative expenses (other) incurred2021-12-31$106,446
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$7,069,069
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,677,240
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,608,171
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,047,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,876,983
Interest on participant loans2021-12-31$24,632
Value of interest in common/collective trusts at end of year2021-12-31$6,087,362
Value of interest in common/collective trusts at beginning of year2021-12-31$7,284,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,095,672
Net investment gain or loss from common/collective trusts2021-12-31$92,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$665,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,491,143
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
2020 : THE PALMER-DONAVIN RETIREMENT 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$9,093,146
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,693,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,605,573
Value of total corrective distributions2020-12-31$-11,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,899,680
Value of total assets at end of year2020-12-31$46,608,171
Value of total assets at beginning of year2020-12-31$41,208,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,682
Total interest from all sources2020-12-31$26,405
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,209,888
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$1,209,888
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,297,495
Participant contributions at end of year2020-12-31$446,952
Participant contributions at beginning of year2020-12-31$450,885
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,419
Other income not declared elsewhere2020-12-31$735
Administrative expenses (other) incurred2020-12-31$98,682
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$5,400,042
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,608,171
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,208,129
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,876,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,516,402
Interest on participant loans2020-12-31$26,405
Value of interest in common/collective trusts at end of year2020-12-31$7,284,236
Value of interest in common/collective trusts at beginning of year2020-12-31$5,240,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,831,550
Net investment gain or loss from common/collective trusts2020-12-31$124,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$536,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,605,573
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 name2020-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2020-12-31241408703
2019 : THE PALMER-DONAVIN RETIREMENT 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$9,991,824
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,600,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,520,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,725,861
Value of total assets at end of year2019-12-31$41,208,129
Value of total assets at beginning of year2019-12-31$34,816,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,829
Total interest from all sources2019-12-31$23,934
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,134,906
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$1,134,906
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,046,996
Participant contributions at end of year2019-12-31$450,885
Participant contributions at beginning of year2019-12-31$373,917
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$190,038
Other income not declared elsewhere2019-12-31$1,123
Administrative expenses (other) incurred2019-12-31$79,829
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$6,391,622
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,208,129
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,816,507
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$35,516,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,683,032
Interest on participant loans2019-12-31$23,934
Value of interest in common/collective trusts at end of year2019-12-31$5,240,842
Value of interest in common/collective trusts at beginning of year2019-12-31$4,759,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,938,028
Net investment gain or loss from common/collective trusts2019-12-31$167,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$488,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,520,373
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2019-12-31241408703
2018 : THE PALMER-DONAVIN RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$748,544
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,492,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,444,244
Expenses. Certain deemed distributions of participant loans2018-12-31$11,151
Value of total corrective distributions2018-12-31$428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,543,611
Value of total assets at end of year2018-12-31$34,816,507
Value of total assets at beginning of year2018-12-31$37,560,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,808
Total interest from all sources2018-12-31$19,827
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,132,363
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$1,132,363
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,948,173
Participant contributions at end of year2018-12-31$373,917
Participant contributions at beginning of year2018-12-31$376,293
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$132,367
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$671
Other income not declared elsewhere2018-12-31$925
Administrative expenses (other) incurred2018-12-31$36,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,744,087
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,816,507
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,560,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,683,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,804,338
Interest on participant loans2018-12-31$19,827
Value of interest in common/collective trusts at end of year2018-12-31$4,759,558
Value of interest in common/collective trusts at beginning of year2018-12-31$4,379,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,042,299
Net investment gain or loss from common/collective trusts2018-12-31$94,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$463,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,443,573
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2018-12-31241408703
2017 : THE PALMER-DONAVIN RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,911,233
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,361,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,326,296
Expenses. Certain deemed distributions of participant loans2017-12-31$1,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,347,202
Value of total assets at end of year2017-12-31$37,560,594
Value of total assets at beginning of year2017-12-31$33,010,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,833
Total interest from all sources2017-12-31$19,500
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,023,979
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$1,023,979
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,750,087
Participant contributions at end of year2017-12-31$376,293
Participant contributions at beginning of year2017-12-31$432,924
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$185,802
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$423
Other income not declared elsewhere2017-12-31$2,794
Administrative expenses (other) incurred2017-12-31$33,833
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$4,550,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,560,594
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,010,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$32,804,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,847,277
Interest on participant loans2017-12-31$19,500
Value of interest in common/collective trusts at end of year2017-12-31$4,379,963
Value of interest in common/collective trusts at beginning of year2017-12-31$4,730,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,482,847
Net investment gain or loss from common/collective trusts2017-12-31$34,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$411,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,325,873
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2017-12-31241408703
2016 : THE PALMER-DONAVIN RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$103,948
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,595,780
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,721,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,682,622
Expenses. Certain deemed distributions of participant loans2016-12-31$1,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,136,645
Value of total assets at end of year2016-12-31$33,010,541
Value of total assets at beginning of year2016-12-31$31,032,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,265
Total interest from all sources2016-12-31$21,041
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$887,384
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$887,384
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,653,169
Participant contributions at end of year2016-12-31$432,924
Participant contributions at beginning of year2016-12-31$451,804
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$96,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$419
Other income not declared elsewhere2016-12-31$2,358
Administrative expenses (other) incurred2016-12-31$37,265
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$1,874,051
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,010,541
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,032,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,847,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,762,607
Interest on participant loans2016-12-31$21,041
Value of interest in common/collective trusts at end of year2016-12-31$4,730,340
Value of interest in common/collective trusts at beginning of year2016-12-31$4,818,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,540,113
Net investment gain or loss from common/collective trusts2016-12-31$8,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$386,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,682,203
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2016-12-31241408703
2015 : THE PALMER-DONAVIN RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$2,577,172
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,040,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,007,948
Value of total corrective distributions2015-12-31$279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,648,545
Value of total assets at end of year2015-12-31$31,032,542
Value of total assets at beginning of year2015-12-31$32,495,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,980
Total interest from all sources2015-12-31$16,070
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,000,809
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$1,000,809
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,403,721
Participant contributions at end of year2015-12-31$451,804
Participant contributions at beginning of year2015-12-31$378,127
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$909,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$472
Other income not declared elsewhere2015-12-31$1,451
Administrative expenses (other) incurred2015-12-31$31,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,463,035
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,032,542
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,495,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,762,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,397,708
Interest on participant loans2015-12-31$16,070
Value of interest in common/collective trusts at end of year2015-12-31$4,818,131
Value of interest in common/collective trusts at beginning of year2015-12-31$4,719,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,113,332
Net investment gain or loss from common/collective trusts2015-12-31$23,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$334,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,007,476
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2015-12-31241408703
2014 : THE PALMER-DONAVIN RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$4,397,389
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,336,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,306,690
Expenses. Certain deemed distributions of participant loans2014-12-31$-3,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,986,158
Value of total assets at end of year2014-12-31$32,495,577
Value of total assets at beginning of year2014-12-31$31,434,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,611
Total interest from all sources2014-12-31$17,521
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$979,610
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$979,610
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,103,494
Participant contributions at end of year2014-12-31$378,127
Participant contributions at beginning of year2014-12-31$367,268
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$24,076
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$630,380
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$82
Other income not declared elsewhere2014-12-31$881
Administrative expenses (other) incurred2014-12-31$32,611
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$1,061,123
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,495,577
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,434,454
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,397,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,858,604
Interest on participant loans2014-12-31$17,521
Value of interest in common/collective trusts at end of year2014-12-31$4,719,742
Value of interest in common/collective trusts at beginning of year2014-12-31$5,179,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,328,673
Net investment gain or loss from common/collective trusts2014-12-31$84,546
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
Contributions received in cash from employer2014-12-31$252,284
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$5,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,306,608
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
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 name2014-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2014-12-31241408703
2013 : THE PALMER-DONAVIN RETIREMENT 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$6,498,100
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,063,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,033,469
Value of total corrective distributions2013-12-31$124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,339,159
Value of total assets at end of year2013-12-31$31,434,454
Value of total assets at beginning of year2013-12-31$26,999,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,446
Total interest from all sources2013-12-31$18,496
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$678,404
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$678,404
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,019,762
Participant contributions at end of year2013-12-31$367,268
Participant contributions at beginning of year2013-12-31$528,004
Participant contributions at end of year2013-12-31$24,076
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$79,352
Other income not declared elsewhere2013-12-31$32
Administrative expenses (other) incurred2013-12-31$29,446
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$4,435,061
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,434,454
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,999,393
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,858,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,037,083
Interest on participant loans2013-12-31$18,496
Value of interest in common/collective trusts at end of year2013-12-31$5,179,082
Value of interest in common/collective trusts at beginning of year2013-12-31$5,434,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,517,216
Net investment gain or loss from common/collective trusts2013-12-31$-55,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$240,045
Employer contributions (assets) at end of year2013-12-31$5,424
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,033,469
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
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 name2013-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2013-12-31241408703
2012 : THE PALMER-DONAVIN RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,076,509
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,371,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,308,876
Expenses. Certain deemed distributions of participant loans2012-12-31$35,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,286,907
Value of total assets at end of year2012-12-31$26,999,393
Value of total assets at beginning of year2012-12-31$25,294,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,460
Total interest from all sources2012-12-31$22,723
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$525,278
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$525,278
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,046,766
Participant contributions at end of year2012-12-31$528,004
Participant contributions at beginning of year2012-12-31$569,440
Other income not declared elsewhere2012-12-31$941
Administrative expenses (other) incurred2012-12-31$27,460
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$1,705,100
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,999,393
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,294,293
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$21,037,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,958,611
Interest on participant loans2012-12-31$22,723
Value of interest in common/collective trusts at end of year2012-12-31$5,434,306
Value of interest in common/collective trusts at beginning of year2012-12-31$5,766,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,113,721
Net investment gain or loss from common/collective trusts2012-12-31$126,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$240,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,308,876
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2012-12-31241408703
2011 : THE PALMER-DONAVIN RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,298,490
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,394,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,367,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,073,956
Value of total assets at end of year2011-12-31$25,294,293
Value of total assets at beginning of year2011-12-31$26,390,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,783
Total interest from all sources2011-12-31$20,194
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$492,494
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$492,494
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$866,102
Participant contributions at end of year2011-12-31$569,440
Participant contributions at beginning of year2011-12-31$339,881
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,611
Administrative expenses (other) incurred2011-12-31$26,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,095,757
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,294,293
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,390,050
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$18,958,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,610,290
Interest on participant loans2011-12-31$20,194
Value of interest in common/collective trusts at end of year2011-12-31$5,766,242
Value of interest in common/collective trusts at beginning of year2011-12-31$5,439,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-504,567
Net investment gain or loss from common/collective trusts2011-12-31$216,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$201,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,367,464
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2011-12-31241408703
2010 : THE PALMER-DONAVIN RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,004,578
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,461,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,436,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,176,138
Value of total assets at end of year2010-12-31$26,390,050
Value of total assets at beginning of year2010-12-31$23,846,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,068
Total interest from all sources2010-12-31$19,664
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$412,054
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$412,054
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$865,086
Participant contributions at end of year2010-12-31$339,881
Participant contributions at beginning of year2010-12-31$359,819
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$112,539
Administrative expenses (other) incurred2010-12-31$25,068
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$2,543,498
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,390,050
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,846,552
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$20,610,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,107,137
Interest on participant loans2010-12-31$19,664
Value of interest in common/collective trusts at end of year2010-12-31$5,439,879
Value of interest in common/collective trusts at beginning of year2010-12-31$4,379,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,152,041
Net investment gain or loss from common/collective trusts2010-12-31$244,681
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
Contributions received in cash from employer2010-12-31$198,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,436,012
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHNEIDER DOWNS AND CO. INC.
Accountancy firm EIN2010-12-31241408703

Form 5500 Responses for THE PALMER-DONAVIN RETIREMENT PLAN

2022: THE PALMER-DONAVIN RETIREMENT 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: THE PALMER-DONAVIN RETIREMENT 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: THE PALMER-DONAVIN RETIREMENT 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: THE PALMER-DONAVIN RETIREMENT 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: THE PALMER-DONAVIN RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PALMER-DONAVIN RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PALMER-DONAVIN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PALMER-DONAVIN RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PALMER-DONAVIN RETIREMENT 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: THE PALMER-DONAVIN RETIREMENT 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: THE PALMER-DONAVIN RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PALMER-DONAVIN RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE PALMER-DONAVIN RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE PALMER-DONAVIN RETIREMENT 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

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