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Plan Name | PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PRESS GANEY ASSOCIATES LLC |
Employer identification number (EIN): | 351646289 |
NAIC Classification: | 541600 |
Additional information about PRESS GANEY ASSOCIATES LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1990-01-01 |
Company Identification Number: | 0011081506 |
Legal Registered Office Address: |
1173 IGNITION DR SOUTH BEND United States of America (USA) 46601 |
More information about PRESS GANEY ASSOCIATES LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | BREHT FEIGH | |||
001 | 2016-01-01 | JOE POPE | |||
001 | 2015-01-01 | JOE MARABOTTI | |||
001 | 2014-01-01 | CHRIS STERLING | |||
001 | 2013-01-01 | CHRIS STERLING | |||
001 | 2012-01-01 | STEVEN KULL | |||
001 | 2011-01-01 | STEVEN KULL | |||
001 | 2009-01-01 | STEVEN KULL |
Measure | Date | Value |
---|---|---|
2022: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,142 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,084 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 722 |
Total of all active and inactive participants | 2022-01-01 | 2,813 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 11 |
Total participants | 2022-01-01 | 2,824 |
Number of participants with account balances | 2022-01-01 | 2,684 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,690 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,655 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 473 |
Total of all active and inactive participants | 2021-01-01 | 2,132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 10 |
Total participants | 2021-01-01 | 2,142 |
Number of participants with account balances | 2021-01-01 | 1,909 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,730 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,286 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 393 |
Total of all active and inactive participants | 2020-01-01 | 1,682 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 8 |
Total participants | 2020-01-01 | 1,690 |
Number of participants with account balances | 2020-01-01 | 1,662 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,707 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,322 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 399 |
Total of all active and inactive participants | 2019-01-01 | 1,724 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 6 |
Total participants | 2019-01-01 | 1,730 |
Number of participants with account balances | 2019-01-01 | 1,694 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,428 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,308 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 394 |
Total of all active and inactive participants | 2018-01-01 | 1,706 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1,707 |
Number of participants with account balances | 2018-01-01 | 1,651 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,345 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,120 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 305 |
Total of all active and inactive participants | 2017-01-01 | 1,427 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1,428 |
Number of participants with account balances | 2017-01-01 | 1,410 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,335 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,100 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 244 |
Total of all active and inactive participants | 2016-01-01 | 1,345 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1,345 |
Number of participants with account balances | 2016-01-01 | 1,309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,218 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,025 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 308 |
Total of all active and inactive participants | 2015-01-01 | 1,334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1,335 |
Number of participants with account balances | 2015-01-01 | 1,268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,169 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 922 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 295 |
Total of all active and inactive participants | 2014-01-01 | 1,218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1,218 |
Number of participants with account balances | 2014-01-01 | 1,198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,127 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 935 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 233 |
Total of all active and inactive participants | 2013-01-01 | 1,169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,169 |
Number of participants with account balances | 2013-01-01 | 1,143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 965 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 957 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 169 |
Total of all active and inactive participants | 2012-01-01 | 1,126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1,127 |
Number of participants with account balances | 2012-01-01 | 1,022 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,053 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 880 |
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 | 85 |
Total of all active and inactive participants | 2011-01-01 | 965 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 965 |
Number of participants with account balances | 2011-01-01 | 847 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 26 |
2009: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 705 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 606 |
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 | 156 |
Total of all active and inactive participants | 2009-01-01 | 762 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 762 |
Number of participants with account balances | 2009-01-01 | 726 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $17,849,233 |
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 | $-7,131,204 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $14,643,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $14,357,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $20,856,811 |
Value of total assets at end of year | 2022-12-31 | $152,327,737 |
Value of total assets at beginning of year | 2022-12-31 | $156,253,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $285,820 |
Total interest from all sources | 2022-12-31 | $75,965 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,228,608 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,228,608 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $13,329,634 |
Participant contributions at end of year | 2022-12-31 | $1,706,095 |
Participant contributions at beginning of year | 2022-12-31 | $1,447,250 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,779,189 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $11,571 |
Other income not declared elsewhere | 2022-12-31 | $15,380 |
Administrative expenses (other) incurred | 2022-12-31 | $285,820 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-21,774,517 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $152,327,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $156,253,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $150,621,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $154,805,771 |
Interest on participant loans | 2022-12-31 | $75,965 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-33,307,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $5,747,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $14,345,922 |
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 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CROWE LLP |
Accountancy firm EIN | 2022-12-31 | 350921680 |
2021 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $37,427,218 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $9,690,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,375,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $18,799,706 |
Value of total assets at end of year | 2021-12-31 | $156,253,021 |
Value of total assets at beginning of year | 2021-12-31 | $128,515,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $314,196 |
Total interest from all sources | 2021-12-31 | $71,554 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,142,968 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,142,968 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $10,755,717 |
Participant contributions at end of year | 2021-12-31 | $1,447,250 |
Participant contributions at beginning of year | 2021-12-31 | $1,401,955 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,024,023 |
Other income not declared elsewhere | 2021-12-31 | $97 |
Administrative expenses (other) incurred | 2021-12-31 | $314,196 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $27,737,200 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $156,253,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $128,515,821 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $154,805,771 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $127,113,866 |
Interest on participant loans | 2021-12-31 | $71,554 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $14,412,893 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $3,019,966 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,375,822 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CROWE LLP |
Accountancy firm EIN | 2021-12-31 | 350921680 |
2020 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $140,052 |
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 | $29,864,755 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $11,349,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,073,027 |
Value of total corrective distributions | 2020-12-31 | $574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,669,073 |
Value of total assets at end of year | 2020-12-31 | $128,515,821 |
Value of total assets at beginning of year | 2020-12-31 | $109,860,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $275,505 |
Total interest from all sources | 2020-12-31 | $73,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,603,032 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,603,032 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $9,168,416 |
Participant contributions at end of year | 2020-12-31 | $1,401,955 |
Participant contributions at beginning of year | 2020-12-31 | $1,285,808 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,621,141 |
Other income not declared elsewhere | 2020-12-31 | $681 |
Administrative expenses (other) incurred | 2020-12-31 | $275,505 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $18,515,649 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $128,515,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $109,860,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $127,113,866 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $108,574,312 |
Interest on participant loans | 2020-12-31 | $73,094 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $14,518,875 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,879,516 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,073,027 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CROWE LLP |
Accountancy firm EIN | 2020-12-31 | 350921680 |
2019 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $33,876,102 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,522,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,274,234 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-19 |
Value of total corrective distributions | 2019-12-31 | $278 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,239,160 |
Value of total assets at end of year | 2019-12-31 | $109,860,120 |
Value of total assets at beginning of year | 2019-12-31 | $84,506,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $248,377 |
Total interest from all sources | 2019-12-31 | $67,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,643,992 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,643,992 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $8,546,975 |
Participant contributions at end of year | 2019-12-31 | $1,285,808 |
Participant contributions at beginning of year | 2019-12-31 | $1,054,955 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,840,200 |
Other income not declared elsewhere | 2019-12-31 | $361 |
Administrative expenses (other) incurred | 2019-12-31 | $248,377 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $25,353,232 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $109,860,120 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $84,506,888 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $108,574,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $83,451,933 |
Interest on participant loans | 2019-12-31 | $67,443 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $16,925,146 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,851,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,274,234 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CROWE LLP |
Accountancy firm EIN | 2019-12-31 | 350921680 |
2018 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $1,815,369 |
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 | $7,274,523 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $8,259,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,078,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $12,999,086 |
Value of total assets at end of year | 2018-12-31 | $84,506,888 |
Value of total assets at beginning of year | 2018-12-31 | $83,676,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $181,207 |
Total interest from all sources | 2018-12-31 | $54,087 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,567,264 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,567,264 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $7,941,198 |
Participant contributions at end of year | 2018-12-31 | $1,054,955 |
Participant contributions at beginning of year | 2018-12-31 | $896,472 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,424,535 |
Other income not declared elsewhere | 2018-12-31 | $1,144 |
Administrative expenses (other) incurred | 2018-12-31 | $181,207 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-985,366 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $84,506,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $83,676,885 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $83,451,933 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $82,780,413 |
Interest on participant loans | 2018-12-31 | $54,087 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-8,347,058 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,633,353 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,078,682 |
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 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CROWE LLP |
Accountancy firm EIN | 2018-12-31 | 350921680 |
2017 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $2,287,364 |
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 | $24,423,293 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,396,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,351,662 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $6,802 |
Value of total corrective distributions | 2017-12-31 | $4,611 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $12,218,920 |
Value of total assets at end of year | 2017-12-31 | $83,676,885 |
Value of total assets at beginning of year | 2017-12-31 | $65,362,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $33,568 |
Total interest from all sources | 2017-12-31 | $33,914 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,887,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,887,296 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $7,027,326 |
Participant contributions at end of year | 2017-12-31 | $896,472 |
Participant contributions at beginning of year | 2017-12-31 | $574,743 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,943,978 |
Other income not declared elsewhere | 2017-12-31 | $5,444 |
Administrative expenses (other) incurred | 2017-12-31 | $33,568 |
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 | $16,026,650 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $83,676,885 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $65,362,871 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $82,780,413 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $64,788,128 |
Interest on participant loans | 2017-12-31 | $33,914 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $10,277,719 |
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 | $3,247,616 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,351,662 |
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 | Yes |
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 | CROWE LLP |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $1,113,400 |
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 | $14,835,715 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,241,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,221,173 |
Value of total corrective distributions | 2016-12-31 | $1,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,086,862 |
Value of total assets at end of year | 2016-12-31 | $65,362,871 |
Value of total assets at beginning of year | 2016-12-31 | $54,655,362 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $19,236 |
Total interest from all sources | 2016-12-31 | $26,419 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,642,313 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,642,313 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $5,960,739 |
Participant contributions at end of year | 2016-12-31 | $574,743 |
Participant contributions at beginning of year | 2016-12-31 | $608,742 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,273,425 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $509 |
Other income not declared elsewhere | 2016-12-31 | $1,752 |
Administrative expenses (other) incurred | 2016-12-31 | $19,236 |
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 | $9,594,109 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $65,362,871 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $54,655,362 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $64,788,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $54,046,620 |
Interest on participant loans | 2016-12-31 | $26,419 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,078,369 |
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 | $2,852,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,220,664 |
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 | Yes |
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 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 | $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 | $7,004,240 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,962,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,943,652 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $434 |
Value of total corrective distributions | 2015-12-31 | $72 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,881,815 |
Value of total assets at end of year | 2015-12-31 | $54,655,362 |
Value of total assets at beginning of year | 2015-12-31 | $52,613,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $18,242 |
Total interest from all sources | 2015-12-31 | $25,209 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,149,460 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,149,460 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $5,191,463 |
Participant contributions at end of year | 2015-12-31 | $608,742 |
Participant contributions at beginning of year | 2015-12-31 | $640,596 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $246,171 |
Other income not declared elsewhere | 2015-12-31 | $1,303 |
Administrative expenses (other) incurred | 2015-12-31 | $18,242 |
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 | $2,041,840 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $54,655,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $52,613,522 |
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 | $54,046,620 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $51,972,926 |
Interest on participant loans | 2015-12-31 | $25,209 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,053,547 |
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 | $2,444,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,943,652 |
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 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $11,527,108 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,291,677 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,274,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $8,280,778 |
Value of total assets at end of year | 2014-12-31 | $52,613,522 |
Value of total assets at beginning of year | 2014-12-31 | $45,378,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $17,236 |
Total interest from all sources | 2014-12-31 | $24,027 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,526,214 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,526,214 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,576,733 |
Participant contributions at end of year | 2014-12-31 | $640,596 |
Participant contributions at beginning of year | 2014-12-31 | $525,010 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $146,159 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,484,181 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $156 |
Other income not declared elsewhere | 2014-12-31 | $3,196 |
Administrative expenses (other) incurred | 2014-12-31 | $17,236 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $7,235,431 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $52,613,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $45,378,091 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $51,972,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $44,632,404 |
Interest on participant loans | 2014-12-31 | $24,027 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,692,893 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,219,864 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $74,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,274,285 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $1,272,016 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $14,077,653 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,767,899 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,755,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,775,701 |
Value of total assets at end of year | 2013-12-31 | $45,378,091 |
Value of total assets at beginning of year | 2013-12-31 | $34,796,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,058 |
Total interest from all sources | 2013-12-31 | $17,783 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,080,263 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,080,263 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,294,700 |
Participant contributions at end of year | 2013-12-31 | $525,010 |
Participant contributions at beginning of year | 2013-12-31 | $436,328 |
Participant contributions at end of year | 2013-12-31 | $146,159 |
Participant contributions at beginning of year | 2013-12-31 | $139,843 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $271,907 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $463 |
Other income not declared elsewhere | 2013-12-31 | $2,361 |
Administrative expenses (other) incurred | 2013-12-31 | $12,058 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $9,309,754 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $45,378,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $34,796,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $44,632,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $34,145,108 |
Interest on participant loans | 2013-12-31 | $17,783 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,201,545 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,209,094 |
Employer contributions (assets) at end of year | 2013-12-31 | $74,518 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $75,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,755,378 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $10,405,764 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,786,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,743,752 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $34,429 |
Value of total corrective distributions | 2012-12-31 | $1,349 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,438,412 |
Value of total assets at end of year | 2012-12-31 | $34,796,321 |
Value of total assets at beginning of year | 2012-12-31 | $28,176,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,739 |
Total interest from all sources | 2012-12-31 | $16,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $813,317 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $813,317 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,777,002 |
Participant contributions at end of year | 2012-12-31 | $436,328 |
Participant contributions at beginning of year | 2012-12-31 | $334,488 |
Participant contributions at end of year | 2012-12-31 | $139,843 |
Participant contributions at beginning of year | 2012-12-31 | $111,859 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $678,806 |
Other income not declared elsewhere | 2012-12-31 | $1,617 |
Administrative expenses (other) incurred | 2012-12-31 | $6,739 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,619,495 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $34,796,321 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $28,176,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $34,145,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $27,670,288 |
Interest on participant loans | 2012-12-31 | $16,179 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,136,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,982,604 |
Employer contributions (assets) at end of year | 2012-12-31 | $75,042 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $60,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,743,752 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $204,689 |
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 | $5,956,305 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,454,895 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,448,112 |
Value of total corrective distributions | 2011-12-31 | $5,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,092,173 |
Value of total assets at end of year | 2011-12-31 | $28,176,826 |
Value of total assets at beginning of year | 2011-12-31 | $23,470,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,680 |
Total interest from all sources | 2011-12-31 | $11,923 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $693,544 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $693,544 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,546,889 |
Participant contributions at end of year | 2011-12-31 | $334,488 |
Participant contributions at beginning of year | 2011-12-31 | $228,034 |
Participant contributions at end of year | 2011-12-31 | $111,859 |
Participant contributions at beginning of year | 2011-12-31 | $205,239 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $679,005 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $856 |
Administrative expenses (other) incurred | 2011-12-31 | $1,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $4,501,410 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $28,176,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $23,470,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $27,670,288 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $21,832,481 |
Interest on participant loans | 2011-12-31 | $11,923 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,142,494 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-841,335 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,866,279 |
Employer contributions (assets) at end of year | 2011-12-31 | $60,191 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $61,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,448,112 |
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 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $15,066 |
Total income from all sources (including contributions) | 2010-12-31 | $6,209,400 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,880,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,880,054 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,761,806 |
Value of total assets at end of year | 2010-12-31 | $23,470,727 |
Value of total assets at beginning of year | 2010-12-31 | $19,156,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $13,141 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,528,629 |
Participant contributions at end of year | 2010-12-31 | $228,034 |
Participant contributions at beginning of year | 2010-12-31 | $193,803 |
Participant contributions at end of year | 2010-12-31 | $205,239 |
Participant contributions at beginning of year | 2010-12-31 | $64,867 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $603,747 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $856 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $12,384 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,329,346 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $23,470,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,141,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $21,832,481 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $17,261,487 |
Interest on participant loans | 2010-12-31 | $13,391 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $-250 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,142,494 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $984,648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,434,453 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $629,430 |
Employer contributions (assets) at end of year | 2010-12-31 | $61,623 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $639,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,880,054 |
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 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $15,066 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2010-12-31 | 350921680 |
2009 : PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 |
2022: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 |
2014: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PRESS GANEY ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 | No |
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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |